Burger v. Hill

1 Bradf. 360
CourtNew York Surrogate's Court
DecidedDecember 15, 1850
StatusPublished
Cited by13 cases

This text of 1 Bradf. 360 (Burger v. Hill) is published on Counsel Stack Legal Research, covering New York Surrogate's Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Burger v. Hill, 1 Bradf. 360 (N.Y. Super. Ct. 1850).

Opinion

The Subrogate.

The decedent, a resident of Hew-York, died during a temporary sojourn at Saratoga Springs. He made his will among strangers, and entirely removed from any influences or circumstances, tending to exercise an undue control over his mind. The will was drawn by an accurate and careful lawyer, was executed in conformity to the necessary legal requisites, with as much deliberation, as comported with the circumstances of the case, and shortly after its execution the decedent died.

The probate of. the will is contested, on the ground of ' want of testamentary capacity and intention, at the time of its execution. The standard of capacity necessary to the performance of a valid testamentary act, is fixed by the law, in as precise terms as possible. Abstractly speaking, capacity or incapacity can, of necessity, be defined only by a general positive or negative expression ; smmdness or wnsound/ness of mind and memory. The judicial interpretation given to these terms, leads to the established proposition, that mere imbecility or weakness of understanding or memory, is not sufficient of itself, and apart from the particular act, to disable a person from disposing of his property by will; “ if he be not totally deprived of reason, he is the lawful disposer of his property.” (Stewart's Ex. vs. Lispenard, 26 Wend., 255; Blanchard vs. Nestle, 3 Denio., 37; Clarke vs. Sawyer, 2 Comstock, 498.) There is from the intrinsic difficulty of the subject dealt with,-—-the state and condition of the human mind,—frequent and great embarrassment in the application of this rule to particular cases. Perhaps no branch of judicial investigation requires so careful a consideration of facts, of the intelligence and opinions of witnesses, and the deductions to be drawn from human acts and conduct; and it often [363]*363occurs, very naturally, that different conclusions are attained by the most competent judges, upon the same state of circumstances.

But even when satisfied, that there existed sufficient general capacity to sustain a testamentary act, the adjudicating tribunal has frequently a difficult task remaining, to determine whether the weakness or infirmities of the decedent have exposed him to imposition; or whether in performing the particular act in question, he had an intelligent understanding of the contents and the effect of the instrument. As I have intimated, the idea of the decedent’s being the subject of imposition or undue influence at the time of the execution of this will, is entirely excluded by the evidence. He was surrounded by strangers, and there was no one there who had any interest in controlling or influencing his testamentary acts, or who attempted to direct his mind in favor of any particular persons.

The will was drawn at his own request, and the instructions in regard to the dispositions proposed, given by him to the counsel who prepared the instrument. There can be no doubt of the decedent’s general testamentary intention. He obviously meant to make a will, but whether he intended to make this particular will, whether his instructions were comprehended, whether they were correctly put in writing, whether when the will was read, he understood its contents, whether they conformed to his real wish, whether in fact this is his will, is to be determined only by a considerate examination of all the circumstances attending the transaction. Generally, the animus testcmdi is the natural and primary inference from the act of signing and formal publication. Formal execution is, as to this, the best, and in the majority of instances, the only ■ testimony. But in proportion to the weakness of the intellect the force of this presumption diminishes, and where the decedent is imbecile, though not incapable, facts may appear tending entirely to destroy it. The fadnim of [364]*364a Will, says Sir- John Hicholl, “ means not barely, the signing of it, and the formal publication or delivery, but proof in the language of the condidit, that he well knew and understood the contents thereof, and did give, will, dispose and do, in all things as in the said will contained.” (Zacharias vs. Collis, 3 Phill., 179.) It may, for example, be shown, that a will, perfect as to attestation and execution, was made in jest (Nichols vs. Nichols, 2 Phill., 180; Trevelyan, vs. Trevelyan, 1 Phill., 149); or that a person of imbecile or impaired capacity has been unduly influenced in making the entire will, or particular testamentary dispositions. Where a person,” says Sir Herbert Jenner, “ is in the full possession of his intellect, the mere act of execution would lead to the inference, that he knew the contents of the instrument he signed; where the person is of a lower grade of capacity, owing to age or intemperance, a very different degree of proof is required to satisfy the Court, that the instrument contained the real intentions of the deceased.” (Parker vs. Loveland, 2 Curteis, 225.) Another illustration of this rule is afforded in respect to the wills of blind persons, the contents of which must be shown, to the satisfaction of the Court, to be conformable to the instructions and intentions of the deceased. (Fincham vs. Edwards, 3 Curteis, 68.) The same may be said of the wills of persons unable to read. Whilst fully admitting, therefore, that in general a knowledge of the contents of an instrument is presumed, from proof of the formalities of execution, I think it quite clear on the other hand, that when from weakness of capacity or other circumstances, the force of that presumption is diminished, it becomes competent and often necessary to inquire, how far in fact the will conforms to the intentions of the decedent. Hothing is more common in such cases, than to receive proof of the instructions given by the deceased, his declarations, the position of his estate, his previous testamentary intentions, the condition of his family relations, the state of his affections, and a variety of other facts bearing upon the ascer[365]*365tainment of the fact, whether the particular instrument conformed to the real intentions of the deceased. This is not admitting parol testimony to vary the will, but to ascertain whether it is really the will of the decedent; and in all cases, the faetvm of the will, of necessity, must be proved by parol. My meaning will be illustrated by a reference to the present case, the prominent facts of which are as follows:—

The decedent at the time of bis death possessed an estate, consisting of his store in Greenwich Street, which was leasehold property, his stock in trade and other personalty amounting altogether in value, to about $20,000, and some real estate in Williamsburgh, valued at $3000 or $4000. His mother and sisters were poor, but respectable people, dependent upon their own exertions, and upon the profits of a small confectionary store in Bleecker Street, which he had purchased for them, the better to enable them to contribute by their labor toward their own support. There is no- evidence as to the particular degree of intercourse between the deceased and this family, though it is possible, from the connection he had formed with Elizabeth Parker, named in this will, that their intimacy was not such as usually prevails between such near relations.

The connection between the decedent and Elizabeth Parker was illicit, and had been long continued.

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Bluebook (online)
1 Bradf. 360, Counsel Stack Legal Research, https://law.counselstack.com/opinion/burger-v-hill-nysurct-1850.